FAQs in this section
What are Tags?
What are the types of Tags?
How do I rename a tag?
How do I delete a tag?
How can I unlink a tag?
How can I add a tag from the List View?
Where can I find the list of all tags?
How do I change a private tag to a shared tag?
How can I add a tag from the Summary View?
Can I add five tags at once?
How can I create a list of records that have the same tag?

How can I add a tag?

Follow these steps to create a tag:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Go to My Preferences.
  4. Click My Tags
  5. Click the +Add Tag button.
  6. Provide the tag name.
    • To make the tag public, enable the Share Tags checkbox.
  7. Click Save

A new tag will be created and linked to the selected records.

To know more about Tags, click here.
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